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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,095 | $100,805-90.0% | $86,698-88.4% | $134,532-92.5% |
| Participation rate | 57.9% | 79.0%-21.1pp | 76.6%-18.7pp | 81.2%-23.3pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,290 | $3,490-34.4% | $2,837-19.3% | $4,741-51.7% |
| Participant deferral / active EE | $3,704 | $5,339-30.6% | $4,656-20.5% | $6,401-42.1% |
| Admin fee / account holder | $14 | $10,925-99.9% | $7,493-99.8% | $11,429-99.9% |